Pursue Wealth Partners’s Novartis NVS Stock Holding History

Pursue Wealth Partners’s Portfolio NVS Stock Details NVS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-3,352	Closed	-$512K	–	108
2026 Q1	$512K	Hold	3,352	–	–	0.31%	57
2025 Q4	$462K	Hold	3,352	–	–	0.22%	65
2025 Q3	$430K	Hold	3,352	–	–	0.24%	71
2025 Q2	$406K	Hold	3,352	–	–	0.23%	71
2025 Q1	$374K	Hold	3,352	–	–	0.23%	72
2024 Q4	$326K	Hold	3,352	–	–	0.19%	76
2024 Q3	$386K	Hold	3,352	–	–	0.21%	67
2024 Q2	$357K	Buy	3,352 +300	+10%	+$30.1K	0.19%	66
2024 Q1	$295K	Hold	3,052	–	–	0.17%	76
2023 Q4	$308K	Hold	3,052	–	–	0.2%	70
2023 Q3	$311K	Hold	3,052	–	–	0.22%	72
2023 Q2	$308K	Hold	3,052	–	–	0.19%	79
2023 Q1	$281K	Hold	3,052	–	–	0.19%	86
2022 Q4	$277K	Hold	3,052	–	–	0.21%	84
2022 Q3	$232K	Hold	3,052	–	–	0.17%	93
2022 Q2	$258K	Hold	3,052	–	–	0.16%	95
2022 Q1	$279K	Hold	3,052	–	–	0.12%	113
2021 Q4	$267K	Buy	+3,052	New	+$253K	0.1%	123

Other funds holding NVS

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $79.8B AUM 16.05% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Pursue Wealth Partners's NVS Position: Q2 2026 in Review

Pursue Wealth Partners sold out of Novartis (NVS) in Q2 2026, closing a stake of 3,352 shares — an estimated $512K sold.

Pursue Wealth Partners first reported a position in NVS in Q4 2021 and held it in 18 quarters. The position peaked at $512K in Q1 2026. 1,623 funds tracked by Wall St. Rank hold NVS as of Q2 2026.

Pursue Wealth Partners reported no remaining Novartis position as of Q2 2026 after selling out during the quarter.
Pursue Wealth Partners sold 3,352 Novartis shares in Q2 2026, an estimated $512K.
Pursue Wealth Partners first reported a position in Novartis in Q4 2021 and held it in 18 quarters.
Pursue Wealth Partners's Novartis position peaked at $512K in Q1 2026.
1,623 funds tracked by Wall St. Rank held Novartis as of Q2 2026.

Based on Pursue Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.